NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$9.38K
2
+$9.14K
3
+$7.93K
4
INTC icon
Intel
INTC
+$7.68K
5
PNC icon
PNC Financial Services
PNC
+$7.12K

Top Sells

1
+$6.19M
2
+$1.62M
3
+$1.15M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$857K
5
THD icon
iShares MSCI Thailand ETF
THD
+$705K

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$449 0.04%
4,321
+438
327
$448 0.04%
5,180
+1,969
328
$444 0.04%
3,091
-122
329
$438 0.04%
11,000
-500
330
$435 0.04%
6,085
-255
331
$434 0.04%
9,822
-149,994
332
$433 0.04%
6,279
-409
333
$432 0.04%
3,071
+922
334
$430 0.04%
3,839
-2,235
335
$427 0.04%
10,474
+4,281
336
$426 0.04%
8,684
-2,704
337
$426 0.04%
2,944
-168
338
$426 0.04%
7,395
+380
339
$420 0.04%
13,433
-2,245
340
$417 0.04%
7,856
-2,280
341
$411 0.04%
2,459
-31
342
$409 0.04%
1,384
-55
343
$403 0.04%
7,916
+1,628
344
$403 0.04%
4,807
+62
345
$402 0.04%
2,541
+239
346
$401 0.04%
+6,790
347
$399 0.04%
7,680
+150
348
$397 0.04%
7,826
-134
349
$394 0.04%
1,667
-20
350
$392 0.04%
7,586
+65
12 13
14
15 16